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Sheaff Brock Investment Advisors’s Kite Realty KRG Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$293K Hold
13,110
– – 0.03% 335
2024
Q4 		$331K Hold
13,110
– – 0.03% 320
2024
Q3 		$348K Hold
13,110
– – 0.03% 310
2024
Q2 		$293K Buy
13,110
+2,000
+18% +$42.6K 0.03% 328
2024
Q1 		$241K Hold
11,110
– – 0.02% 406
2023
Q4 		$254K Sell
11,110
-533
-5% -$11.4K 0.02% 374
2023
Q3 		$249K Hold
11,643
– – 0.02% 365
2023
Q2 		$260K Hold
11,643
– – 0.02% 377
2023
Q1 		$244K Hold
11,643
– – 0.02% 396
2022
Q4 		$245K Hold
11,643
– – 0.02% 380
2022
Q3 		$200K Hold
11,643
– – 0.02% 413
2022
Q2 		$201K Hold
11,643
– – 0.02% 425
2022
Q1 		$265K Hold
11,643
– – 0.02% 402
2021
Q4 		$254K Hold
11,643
– – 0.02% 426
2021
Q3 		$237K Sell
11,643
-2,000
-15% -$40.6K 0.02% 447
2021
Q2 		$300K Hold
13,643
– – 0.02% 367
2021
Q1 		$263K Buy
13,643
+1,600
+13% +$28.9K 0.02% 378
2020
Q4 		$180K Sell
12,043
-850
-7% -$11.3K 0.02% 440
2020
Q3 		$149K Buy
12,893
+160
+1% +$1.76K 0.01% 413
2020
Q2 		$147K Sell
12,733
-41,028
-76% -$412K 0.01% 407
2020
Q1 		$509K Buy
53,761
+3,159
+6% +$50.6K 0.07% 184
2019
Q4 		$988K Buy
50,602
+4,768
+10% +$86K 0.1% 144
2019
Q3 		$740K Buy
45,834
+5,091
+12% +$78K 0.08% 181
2019
Q2 		$616K Buy
40,743
+4,165
+11% +$65.8K 0.07% 208
2019
Q1 		$585K Buy
36,578
+2,016
+6% +$31.9K 0.07% 228
2018
Q4 		$487K Buy
34,562
+11,586
+50% +$182K 0.08% 228
2018
Q3 		$383K Buy
22,976
+1,036
+5% +$17.5K 0.04% 314
2018
Q2 		$375K Buy
21,940
+3,090
+16% +$47.9K 0.04% 318
2018
Q1 		$287K Buy
18,850
+4,244
+29% +$68.7K 0.03% 367
2017
Q4 		$286K Hold
14,606
– – 0.04% 363
2017
Q3 		$296K Buy
+14,606
New +$293K 0.04% 362

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's KRG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Kite Realty (KRG) position steady in Q1 2025 at 13,110 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #335.

Sheaff Brock Investment Advisors first reported a position in KRG in Q3 2017 and has held it in 31 quarters since. The position peaked at $988K in Q4 2019. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 13,110 shares of Kite Realty worth $293K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Kite Realty share count unchanged in Q1 2025.
  • Kite Realty made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #335 holding.
  • Sheaff Brock Investment Advisors first reported a position in Kite Realty in Q3 2017 and has held it in 31 quarters since.
  • Sheaff Brock Investment Advisors's Kite Realty position peaked at $988K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.